61 lines
6.3 KiB
Markdown
61 lines
6.3 KiB
Markdown
# Task D.6.2 Implementation Report - 2026-07-01
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## Scope
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- Prefill quotation creation from opportunity detail so users do not need to reselect the same opportunity.
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- Add `Project Close Date` and `Delivery Date` to both opportunity and quotation flows.
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- Enforce backend-supported hot-project auto suggestion with same-session manual override support.
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## Review Summary
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Reviewed before implementation:
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- [AGENTS.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/AGENTS.md)
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- [plans/task-d.6.2.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/plans/task-d.6.2.md)
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- [docs/standards/project-foundations.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/standards/project-foundations.md)
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- [docs/standards/architecture-rules.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/standards/architecture-rules.md)
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- [docs/standards/ui-ux-rules.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/standards/ui-ux-rules.md)
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- [docs/standards/task-review-checklist.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/standards/task-review-checklist.md)
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- [docs/business/crm-terminology.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/business/crm-terminology.md)
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- [docs/adr/0018-lead-enquiry-domain-separation.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/adr/0018-lead-enquiry-domain-separation.md)
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- [docs/implementation/task-d.6-crm-activity-foundation-audit-log-separation-2026-07-01.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/implementation/task-d.6-crm-activity-foundation-audit-log-separation-2026-07-01.md)
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- [docs/implementation/task-d.6.1-lead-create-form-ux-default-rules-2026-07-01.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/implementation/task-d.6.1-lead-create-form-ux-default-rules-2026-07-01.md)
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## Implementation Summary
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- Added shared hot-project decision logic in [hot-project.ts](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/crm/shared/hot-project.ts) so frontend and backend use the same `projectCloseDate <= current date + 3 months` rule.
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- Extended `crm_opportunities` and `crm_quotations` with `project_close_date`, `delivery_date`, `hot_project_auto_suggested`, and `hot_project_manually_overridden`, plus migration [0002_opportunity_quotation_timeline_hot_project.sql](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/drizzle/0002_opportunity_quotation_timeline_hot_project.sql).
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- Updated DTOs, Zod schemas, and server services so create/update flows accept the new date fields, validate `YYYY-MM-DD`, auto-suggest hot-project state, and preserve manual override flags.
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- Updated opportunity form to show calendar-based `Project Close Date` and `Delivery Date`, and to stop re-forcing the hot-project checkbox after the user manually changes it in the same session.
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- Rebuilt quotation form flow to support:
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- opening from opportunity detail with prefilled opportunity/customer/contact/project data
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- timeline field carry-forward (`projectCloseDate`, `deliveryDate`)
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- hot-project auto suggestion with manual override preservation
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- touched-field protection so post-open prefills do not overwrite user edits
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- Updated opportunity detail to pass quotation prefill context and display new timeline values.
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## Files Changed
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- [src/db/schema.ts](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/db/schema.ts)
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- [drizzle/0002_opportunity_quotation_timeline_hot_project.sql](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/drizzle/0002_opportunity_quotation_timeline_hot_project.sql)
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- [drizzle/meta/_journal.json](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/drizzle/meta/_journal.json)
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- [src/features/crm/shared/hot-project.ts](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/crm/shared/hot-project.ts)
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- [src/features/crm/opportunities/api/types.ts](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/crm/opportunities/api/types.ts)
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- [src/features/crm/opportunities/schemas/opportunity.schema.ts](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/crm/opportunities/schemas/opportunity.schema.ts)
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- [src/features/crm/opportunities/server/service.ts](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/crm/opportunities/server/service.ts)
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- [src/features/crm/opportunities/components/opportunity-form-sheet.tsx](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/crm/opportunities/components/opportunity-form-sheet.tsx)
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- [src/features/crm/opportunities/components/opportunity-detail.tsx](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/crm/opportunities/components/opportunity-detail.tsx)
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- [src/app/api/crm/opportunities/route.ts](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/app/api/crm/opportunities/route.ts)
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- [src/app/api/crm/opportunities/[id]/route.ts](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/app/api/crm/opportunities/[id]/route.ts)
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- [src/features/crm/quotations/api/types.ts](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/crm/quotations/api/types.ts)
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- [src/features/crm/quotations/schemas/quotation.schema.ts](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/crm/quotations/schemas/quotation.schema.ts)
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- [src/features/crm/quotations/server/service.ts](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/crm/quotations/server/service.ts)
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- [src/features/crm/quotations/components/quotation-form-sheet.tsx](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/crm/quotations/components/quotation-form-sheet.tsx)
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## Verification
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- `npm run typecheck` ✅
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- `npm run build` ✅
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- Existing warnings remained from Turbopack workspace-root inference and the broad local storage provider path pattern in `src/features/foundation/storage/server/local-provider.ts`.
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- `npm run audit:pdf` ✅
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- Regenerated audit artifacts and reports under `artifacts/pdf-audit/` and `docs/implementation/pdf-audit-report.*`.
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## Outcome
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- Opportunity detail now launches quotation creation with selected opportunity context already attached.
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- Opportunity and quotation both persist project timeline dates.
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- Hot-project suggestion is deterministic, backend-backed, and no longer fights the user after manual override during the same edit session.
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